Annual Client Conference

Wednesday, May 7 - Friday, May 9, 2008

Charlottesville, Virginia

Chase Investment Counsel will hold its 35th Annual Client Conference May 7 - 9, 2008 at Farmington Country Club in Charlottesville, Virginia. 

 

This year's theme will center on the economy and our current investment strategy.

 

Guest Speakers

Jeff DeGraaf

Senior Managing Editor, International Strategy & Investment (ISI)

Jeff DeGraaf is a Senior Managing Director and head of ISI's technical analysis team. He has been an Institutional Investor's ranked technical analyst for each of the past 7 years, and was ranked #1 in the last three years. Prior to joining ISI in 2007, Jeff spent 9 years at Lehman as managing director and chief technical analyst and also served on the firm's Investment Policy Committee. Prior to joining Lehman, Jeff spent 8 years at Merrill Lynch.  Jeff graduated from Michigan State University in 1990 and is a CFA and CMT charter holder. In addition to his professional responsibilities, he serves on the finance board at Michigan State University.

 

Tobias Levkovich

Chief U.S. Equity Strategist, Citigroup

Mr. Levkovich, the chief US equity strategist of Citigroup Investment Research, has more than 18 years of experience in the investment business and has been with Smith Barney since 1988. Since 2001, he has been responsible for assessing the direction of the US equity markets and sector allocation. He also created the firm's Recommended List. Prior to that, Mr. Levkovich covered the engineering, construction and machinery industries for 13 years. Institutional Investor has named Mr. Levkovich on its list of the nation's leading analysts both as an equity strategist and as an industry analyst. He received a B.A. in commerce from Concordia University, Montreal, and attended Boston University's Graduate School of Management.

 

Steve Moore

Senior Economics Writer, The Wall Street Journal

Stephen Moore joined The Wall Street Journal as a member of the editorial board and senior economics writer on May 31, 2005. He splits his time between Washington and New York, focusing on economic issues, including budget, tax and monetary policy.

 

Stephen has been a frequent contributor to the Journal over the years, and is previously known as the founder and former president of the Club for Growth, which raises money for political candidates who favor free-market economic policies. He left that position in 2004. Just prior to coming to the Journal, Stephen was president of a new organization, the Free Enterprise Fund.

 

Over the years Stephen has served as a senior economist on the Congressional Joint Economic Committee, as a budget expert for the Heritage Foundation and as a senior economics fellow at the Cato Institute, where he published dozens of studies on federal and state tax and budget policy. He was a consultant to the National Economic Commission in l987, and research director for President Reagan's Commission on Privatization.

 

Stephen is the author of five books, most recently, "Bullish on Bush: How the Ownership Society Is Making America Richer." He graduated from the University of Illinois and holds a masters degree in economics from George Mason University.

 

Attendance Fees:
Client and spouse/guest No charge (except room/additional meals)
Prospective clients $1,000

 

For more information regarding the client conference agenda, hotel accommodations, guest speakers, or conference registration, contact Sherry Hensley at (434) 293-9104.